The following explains how to create a new Invoice.
First, click on the Sales topic in the Main Menu. Then click on New Invoice. A form will appear with the label, "Find the Customer for this Invoice." This is a search form that you may use to find the Customer involved in the Invoice. Once you have selected that Customer, all of the appropriate data from that Customer will automatically populate the fields of the Invoice form for you. Now you only have to enter the remaining data to complete the Invoice form before taking an Action such as Posting it.
When you are Entering an Invoice, you may either be Entering a new Invoice for a New Customer, or, Entering a new Invoice for an Existing Customer. Both situations are described next.
First, click on the Sales topic in the Main Menu. Then click on New Invoice. Now a form appears with the label, "Find the Customer for this Invoice." This is a search form that you may use to find the Customer involved in the Invoice. Since this is a New Customer, click on the New button in the upper left hand corner section of the form. You will now be brought to the Customers form to add this new Customer. See: Adding Customers. Once you have added the Customer data in the Customer form, you will be able to quickly return to Entering your Invoice by clicking on the Initiate button in the Customer form. When you click on the Initiate button, you may select Create New Invoice.
Now, all of the appropriate data from that Customer will automatically populate the fields of the Invoice form for you. The next step is the entering of the remaining data to complete the Invoice form before taking an Action such as Posting it. See: Adding Invoices.
First, click on the Sales topic in the Main Menu. Then click on New Invoice. Now a form appears with the label, "Find the Customer for this Invoice." This is a search form that you may use to find the Customer involved in the Invoice. See: Find. Once you have selected your Customer, all of the appropriate data from that Customer will automatically populate the fields of the Invoice form for you. The next step is the entering of the remaining data to complete the Invoice form before taking an Action such as Posting it. See: Adding Invoices